Rick welcomes Thomas Haught, the President and Founder of Sequoia Financial Group. Tom’s team manages over 10 billion in assets and has been recognized by Barron’s as one of America’s Best Investment Advisors. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. In part one, Tom shares why he walked away from a good job to become an entrepreneur, the liminal moment in 1995 that changed the course of his company, and when he knew he got the culture right at Sequoia.
About Thomas Haught: As President and Founder of Sequoia Financial Group (Sequoia), Thomas Haught sets the strategic direction and vision for the firm and has guided Sequoia’s emergence as of the top 50 registered investment firms in the country with a compound annual growth rate of more than 20% year over year. For more than 3 decades, he has overseen the firm’s investment policies and strategies, while providing comprehensive financial planning for individuals and highly successful entrepreneurs. He has been recognized many times as one of the country’s top advisors by Baron’s.
Tom considers himself fortunate to have enjoyed the opportunity to assist clients with their business strategy, capitalization and succession planning, investment strategy, estate planning and family office needs for over 30 years. Prior to his founding of Sequoia Financial Group, Tom was the General Manager and Chief Operating Officer of Lexi-Comp, an innovation-driven healthcare information technology (HIT) provider.
With extensive experience serving on corporate boards, Tom offers perspective and insight refined by decades of practice. He has served as a member of the board of directors for Lexi-Comp, Cohen & Company, and the Akron-Canton Regional Foodbank. With each of these organizations, he worked collaboratively with other board members and the CEO to develop long-term strategic plans and the human and financial capital required to realize those plans. In these roles, he gained experience with external strategic sales, internal management transition and capital restructuring to allow for new shareholders.
Tom currently serves on the Buckeye Corrugated Inc. (BCI) Board of Directors, the Trico Group Board of Advisors, the Board of Directors for Marcus Thomas, the Board of Directors for Davey Tree, and the Fidelity National Advisory Board. In his role with BCI, he has gained a well-rounded understanding of ESOP’s and broad based based employee ownership. He chairs the Audit Committee and the Strategic Alternatives Committee and has been integrally involved in developing a recapitalization plan that will expand and preserve broad-based employee ownership. In his role on the Trico Board he has gained extensive experience with mergers and acquisitions and corporate debt markets which have fueled an aggressive growth strategy over the past ten years. He serves as the chair of Trico’s Compensation Committee.
He has formerly served on the ValMark Securities, Inc. National Advisory Board and the Schwab National Advisory Board. He gives back to his community by serving on charitable boards and committees, including Breakthrough Schools and the Akron-Canton Regional Foodbank.
Tom earned his B.S. in business administration from Kent State University, is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). He lives in Bath, Ohio with his wife and three boys.
Hosted By: Rick Simmons